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FGPGX vs MWFAX
FGPGX vs MWFAX Comparison
Open Charts FGPGX vs MWFAX
American Funds Growth Portfolio 529-F-2
Price$29.80
Change+$0.03 (+0.10%)
VolumeN/A
Net Assets24.44B
NYLI Equity ETF Allocation
Price$17.71
Change+$0.05 (+0.28%)
VolumeN/A
Net Assets130.09M
FGPGX vs MWFAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FGPGX has more cash in the bank: 24.4B vs. MWFAX (130M). MWFAX pays higher dividends than FGPGX: MWFAX (0.99) vs FGPGX (0.57). FGPGX was incepted earlier than MWFAX: FGPGX (5 years) vs MWFAX (5 years). MWFAX (0.82) is less costly to investors than FGPGX (0.50). FGPGX has a lower initial minimum investment than MWFAX: FGPGX (250) vs MWFAX (2500). FGPGX annual gain was more profitable for investors over the last year : 11.67 vs. MWFAX (10.88).
| FGPGX | MWFAX | FGPGX / MWFAX | |
| Total Expense Ratio | 0.50 | 0.82 | 61% |
| Annual Report Gross Expense Ratio | 0.50 | 0.82 | 61% |
| Fund Existence | 5 years | 5 years | - |
| Gain YTD | 17.508 | 14.628 | 120% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.4B | 130M | 18,769% |
| Annual Yield % from dividends | 0.57 | 0.99 | 58% |
| Returns for 1 year | 11.67 | 10.88 | 107% |
| Returns for 3 years | 62.35 | 62.52 | 100% |
| Returns for 5 years | N/A | 65.90 | - |
| Returns for 10 years | N/A | N/A | - |